Quarterly review and management accounts

Do you want to get more out of your financials? Our quarterly review and management accounts package will give you the real-time financial information you need to make the right decisions at the right time.

The benefits of this total support service are priceless.

Total support at a glance

  • Reviewing your sales and purchase ledgers
  • Checking the bank reconciliation
  • Checking the VAT reconciliation
  • Checking that all other control accounts are reconciled
  • Accounting for prepayments and accruals
  • Maintenance of fixed asset register
  • Maximising your tax deductions
  • Email and telephone support
  • Free software introduction training for your bookkeeper
  • Quarterly management reporting - Profit & Loss account and Balance Sheet
  • Estimation of tax liabilities accruing
Additional extras - chargeable
  • Bookkeeping review
  • Filing VAT return
  • Advanced software training

We will work with you to identify the information most needed to run your business. Our team will present it in a way you understand, so that you can see at a glance how your business is performing. We will estimate your tax liabilities throughout the year.

We will make sure you are on track with your paperwork and that all your financial information is accurate, which includes making sure you are claiming every penny against tax and VAT. We will save you money on your year end accounts because we won’t need to do extra work on your financials before producing them.

As we can access your financials 24/7, we will be right by your side to help you run and grow your business and to help you make key business decisions.

Try a site search Tax return, dividends, pension, autumn statement...

Company details

01243 776938

James Todd & Co, 1&2 The Barn, Oldwick, West Stoke Road, Chichester PO18 9AA
James Todd & Co, 16 Northgate, Chichester, West Sussex PO19 1BJ

© 2020 James Todd & Co. All rights reserved.

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James Todd & Co is the trading name of James Todd & Co Limited. Chartered Accountants and Registered Auditors. Registered No: 07350649 in England. VAT No. 322087875. ICAEW Firm Reference No: C002730145 and James Todd & Co (Lewes) Ltd (formerly known as Axtons). Chartered Accountants. Registered No: 11214467 in England. VAT No. 290460506. ICAEW Firm Reference No: C005791297

Registered to carry out audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Details of our audit registration can be viewed at www.auditregister.org.uk

Details of our Designated Professional Body (DPB) activities can be viewed at register.fca.org.uk. A member of the ICAEW Practice Assurance Scheme.